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American Express

2,885 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,069 increasing their positions, 1,218 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.04B

0.92% less ownership

Funds ownership: 85.23%84.31% (-0.92%)

5% less funds holding

Funds holding: 3,0252,885 (-140)

12% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,218

19% less capital invested

Capital invested by funds: $217B → $175B (-$42.1B)

33% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,885
Holders Change
-140
Holders Change %
-4.63%
% of All Funds
35.54%
Holding in Top 10
71
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-33.64%
% of All Funds
0.87%
New
189
Increased
1,069
Reduced
1,218
Closed
283
Calls
$2.31B
Puts
$2.04B
Net Calls
+$265M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1501
TIAA Trust, National Association
North Carolina
$1.04M -$30.2M -90,040 -96%
CT
1502
Colonial Trust
South Carolina
$1.04M +$671 +2 +0.1%
AW
1503
Alchemi Wealth
Connecticut
$1.03M -$7.71K -23 -0.7%
OAM
1504
Oak Asset Management
California
$1.03M -$10.1K -30 -0.9%
AF
1505
Alerus Financial
North Dakota
$1.03M -$20.1K -60 -2%
RC
1506
Rexford Capital
Texas
$1.03M +$13.4K +40 +1%
MFGM
1507
Marshall Financial Group (Maryland)
Maryland
$1.03M +$74.1K +221 +7%
PFGIA
1508
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M +$531K +1,584 +88%
SMH
1509
Sanders Morris Harris
Texas
$1.02M +$1.14M +3,388 New
AO
1510
Advisor OS
Illinois
$1.02M -$631K -1,881 -36%
BG
1511
Bahl & Gaynor
Ohio
$1.02M -$20.5K -61 -2%
SIC
1512
Sigma Investment Counselors
Michigan
$1.02M -$671 -2 -0.1%
ARA
1513
Alexander Randolph Advisory
Virginia
$1.02M -$27.8K -83 -2%
BWA
1514
Basecamp Wealth Advisors
Washington
$1.02M -$2.35K -7 -0.2%
HBT
1515
Heartland Bank & Trust
Illinois
$1.01M +$61.7K +184 +6%
LJAC
1516
L.J. Altfest & Co
New York
$1.01M +$30.8K +92 +3%
UBP
1517
Union Bancaire Privee
Switzerland
$993K
WA
1518
WBH Advisory
Maryland
$993K
AIM
1519
Allen Investment Management
New York
$992K
BAM
1520
Byrne Asset Management
New Jersey
$989K -$166K -495 -13%
CTC
1521
Cetera Trust Company
Minnesota
$986K
FWM
1522
FFT Wealth Management
Pennsylvania
$985K +$867K +2,586 +386%
GWM
1523
Geneos Wealth Management
Colorado
$983K +$27.5K +82 +3%
DM
1524
Delphi Management
Massachusetts
$980K -$315K -940 -22%
WFAG
1525
Worth Financial Advisory Group
North Carolina
$979K -$319K -951 -90%